Other · DOL Form 5500 · 2022

Valley Presbyterian Hospital Retirement Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
1,795
Participants Near avg headcount
90th
Percentile by assets National rank
$36,346
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital · Sponsored by Valley Presbyterian Hospital · California · Healthcare & Social Assistance

$65M in assets, 1,795 participants

Valley Presbyterian Hospital's Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital reported $65M in total assets and 1,795 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,350 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital covers 1,795 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $65M.

#18,350
in Healthcare & Social Assistance (20,060 peers)
-15.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital's outsized position by total assets

Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$65,241,353 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital lands in the large band (1,795 participants).

Form 5500 schedule snapshot

Filing strip 951945832 · Valley Presbyterian Hospital PY 2022 · Other

Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital · $65M · 1,795 · 90th

  • PHOTO $65M
  • PHOTO 1,795
  • PHOTO 90th
  • PHOTO Other
  • PHOTO near Regent University 403(b) Retirement Plan
  • PHOTO ind #18350

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital in the asset neighbourhood

North Country Healthcare Retirement PlanNorth Country Healthcare Ret…$65MPaideia School Retirement PlanPaideia School Retirement Pl…$65MTax Deferred Annuity Program for Employees of Valley Presbyterian HospitalTax Deferred Annuity Program…$65MRegent University 403(b) Retirement PlanRegent University 403(b) Ret…$65MTransylvania University Retirement PlanTransylvania University Reti…$65M
End-of-year total assets ($M) among Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$65M
Net Income-$12M
Employer EIN951945832
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Presbyterian Hospital)

Sponsor-wide plan assets over time

All Valley Presbyterian Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$167M 31.511914289868937% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $127M $167M ▲ +31.5%
Year Plans Participants Total Assets
2022 2 3,261 $127M
2023 2 2,988 $149M
2024 2 3,029 $167M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital, Total assets ($B): 0.065241353 · Participants: 1795Tax Deferred Annuity Program for Employees of Valley Presbyterian HospitalStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital vs. nearby Other plans in California, assets vs. participants
Compare Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital side-by-side with 3 peers →

Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Regent University 403(b) Retirement Plan in VA ($65M); by covered participants it is Lecom Health 403(b) DC Plan in PA (1,798 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,795 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital assets move in 2022? ▼
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital declined sharply - down 15.6% during 2022, from $77M to $65M. Reported net income was -$12M.
How have Valley Presbyterian Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Presbyterian Hospital's sponsor-wide assets grew 31.5%, from $127M to $167M.
Where does Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital rank by assets among Form 5500 filers? ▼
Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital? ▼
Among Other plans in other states, the closest by assets is Regent University 403(b) Retirement Plan in VA ($65M, 679 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital? ▼
Among Other plans in other states, the closest by covered participants is Lecom Health 403(b) DC Plan in PA (1,798 participants, $128M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951945832.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.